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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $23,273 | $103,038-77.4% | $90,324-74.2% | $152,909-84.8% |
| Participation rate | 53.8% | 75.9%-22.0pp | 73.3%-19.4pp | 82.5%-28.6pp |
| Annual return | 21.59% | 95.25%-73.7pp | 78.15%-56.6pp | 345.46%-323.9pp |
| Employer contribution / active EE | $1,259 | $3,141-59.9% | $2,856-55.9% | $4,764-73.6% |
| Participant deferral / active EE | $1,516 | $4,282-64.6% | $3,885-61.0% | $5,851-74.1% |
| Admin fee / account holder | $3,368 | $6,177-45.5% | $5,356-37.1% | $11,601-71.0% |